“Sell in May and go away” is a well-worn adage for investors, reflecting less connected times when those with investible resources headed off for extended summer vacations.
This year, it may be an appealing strategy for investors confronting higher-for-longer inflation and US interest rates, geopolitical and electoral risks, the tension between climate change goals and existing economic structures, and the conspicuous absence of fiscal discipline in major markets.
Those investors also have the option of liquidity funds with seven-day yields at or around 5%.
During this 40-minute webinar, EPFR’s CIO, Sayad Baronyan, and Director of Research, Cameron Brandt, will explore the road ahead and the key issues facing investors during the second and third quarters of 2024.
To watch the on-demand, please fill in the form below:
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